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iShares 0-5 Year TIPS Bond ETF

574 hedge funds and large institutions have $4.97B invested in iShares 0-5 Year TIPS Bond ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 205 increasing their positions, 238 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,982% more call options, than puts

Call options by funds: $9.8M | Put options by funds: $318K

14% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 49

4% more capital invested

Capital invested by funds: $4.79B → $4.97B (+$176M)

0.99% more ownership

Funds ownership: 61.76%62.75% (+0.99%)

0% more funds holding

Funds holding: 574574 (0)

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

14% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 238

Holders
574
Holders Change
Holders Change %
0%
% of All Funds
8.29%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
0.68%
New
56
Increased
205
Reduced
238
Closed
49
Calls
$9.8M
Puts
$318K
Net Calls
+$9.48M
Net Calls Change
-$3.14M
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
151
MGO One Seven
Ohio
$4.24M +$622K +6,274 +17%
NPP
152
New Potomac Partners
Maryland
$4.21M +$89.3K +900 +2%
LFS
153
Lutz Financial Services
Nebraska
$4.17M +$1M +10,129 +32%
Mackenzie Financial
154
Mackenzie Financial
Ontario, Canada
$4.06M +$258K +2,600 +7%
FA
155
Faithward Advisors
Pennsylvania
$3.89M +$3.88M +39,136 New
CIBC World Market
156
CIBC World Market
Ontario, Canada
$3.88M +$5.95K +60 +0.2%
FF
157
Friedenthal Financial
New Jersey
$3.79M +$293K +2,957 +8%
SIA
158
Soltis Investment Advisors
Utah
$3.76M -$74.9K -755 -2%
RFN
159
RDA Financial Network
Iowa
$3.71M -$331K -3,341 -8%
ACA
160
Aptus Capital Advisors
Alabama
$3.7M +$2.78M +28,054 +309%
AIM
161
Alhambra Investment Management
Florida
$3.58M +$3.57M +35,980 New
KPWS
162
Kestra Private Wealth Services
Texas
$3.56M -$813K -8,192 -19%
MCP
163
Martin Capital Partners
Oregon
$3.52M +$53.5K +539 +2%
SPC
164
Sigma Planning Corp
Michigan
$3.47M -$1.18M -11,869 -25%
SPIA
165
Steward Partners Investment Advisory
New York
$3.45M +$958K +9,656 +39%
RL
166
Retireful LLC
Michigan
$3.42M -$102K -1,029 -3%
CFP
167
Cascade Financial Partners
California
$3.4M +$14.9K +150 +0.4%
AWM
168
AE Wealth Management
Kansas
$3.36M +$2.85M +28,756 +572%
PFM
169
Phillips Financial Management
Indiana
$3.34M -$107K -1,077 -3%
HAS
170
HBW Advisory Services
California
$3.34M -$197K -1,986 -6%
AI
171
Atria Investments
North Carolina
$3.31M -$12.4K -125 -0.4%
EW
172
Evexia Wealth
Wisconsin
$3.3M +$1.18M +11,852 +55%
MA
173
Mutual Advisors
Nebraska
$3.29M -$75.9K -765 -2%
SC
174
Slow Capital
California
$3.26M +$167K +1,688 +5%
LHWM
175
Lake Hills Wealth Management
Texas
$3.24M +$205K +2,066 +7%

STIP Hedge Fund Activity: Q2 2024 in Review

574 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q2 2024, worth a combined $4.97B — up 3.7% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new STIP positions and 49 closed out — a net gain of 7 holders — while 205 added to existing stakes and 238 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $252M. The largest seller was Envestnet Asset Management, cutting an estimated $42.2M.

  • 574 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $4.97B of iShares 0-5 Year TIPS Bond ETF stock for Q2 2024, up 3.7% quarter-over-quarter.
  • 56 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q2 2024 and 49 closed out, a net change of +7 holders.
  • The largest iShares 0-5 Year TIPS Bond ETF buyer in Q2 2024 was Fidelity Investments, an estimated $252M added.
  • The largest iShares 0-5 Year TIPS Bond ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $42.2M sold.

Based on aggregated 13F filings for Q2 2024.